Nerd's Eye View

NOVEMBER 27, 2023

One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.

Distribution 246

Distribution Financial Advice Clients Financial Advisor 246

Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls.

Financial Advisor 52

Financial Advisor Communication Media Clients 52

Indigo Marketing Agency

MARCH 17, 2025

How Ivn Mendoza Scored a $5 Million Call With Financial Advisor Marketing Services You might think our niche in financial advisor marketing services has a small audience. But did you know there are more than 241,225 financial advisors currently employed in the United States? But Mendoza was game.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Nerd's Eye View

NOVEMBER 7, 2023

Welcome back to the 358th episode of the Financial Advisor Success Podcast ! Veronica is a Senior Financial Advisor at CAPTRUST and works from the RIA's Lake Success, New York, office, where she oversees $360 million in assets under management for about 200 client households. Read More.

Clients 246

Clients Financial Advisor Ethics Planning 246

Abnormal Returns

MARCH 24, 2025

riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. citywire.com) What would an agentic AI solution look like for a financial advisor? kitces.com) A Q&A with Barry Ritholtz author of the new book "How Not to Invest." AI Advisers are warming to AI. timmaurer.com)

Risk Tolerance 147

Risk Tolerance Startup Financial Advisor Retirement 147

Nerd's Eye View

NOVEMBER 14, 2023

Welcome back to the 359th episode of the Financial Advisor Success Podcast ! Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Read More.

Clients 246

Clients Financial Advisor Education Retirement 246

Nerd's Eye View

AUGUST 23, 2022

Welcome back to the 295th episode of the Financial Advisor Success Podcast ! Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients 245

Clients Planning Financial Advisor Financial Planning 245

Nerd's Eye View

JUNE 20, 2023

Welcome back to the 338th episode of the Financial Advisor Success Podcast! Tony is the Co-founder and COO for Hixon Zuercher Capital Management, an independent RIA based in Findlay, Ohio, that oversees more than $300 million in assets under management for nearly 330 client households. My guest on today's podcast is Tony Hixon.

Retirement 246

Retirement Clients Financial Advisor Financial Planning 246

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Nerd's Eye View

SEPTEMBER 20, 2024

Also in industry news this week: A coalition of organizations representing financial advisors is pressing Congress to include tax breaks for financial advisory fees amidst expected negotiations to address the pending expiration of several provisions of the Tax Cuts and Jobs Act A recent survey indicates that client referrals remain the chief source (..)

Financial Planner 246

Financial Planner Investment Advisor Financial Advisor Clients 246

Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households.

Financial Advisor 246

Financial Advisor Fee Only Financial Guidance Insurance 246

Nerd's Eye View

AUGUST 23, 2022

Welcome back to the 295th episode of the Financial Advisor Success Podcast ! Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients 217

Clients Planning Financial Advisor Financial Planning 217

Nerd's Eye View

AUGUST 14, 2023

When a financial advisor first opens their own firm, they often start with few (or no) clients and little revenue. letting a client go), it can help to have a ‘quitting coach’ to hold the individual accountable for their pre-commitment.

Clients 245

Clients Accounting Financial Advisor Numbers 245

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Midstream Marketing

DECEMBER 28, 2024

Key Highlights Are you a financial advisor and a business owner looking to stand out? In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors. In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

OCTOBER 1, 2024

Welcome to the 405th episode of the Financial Advisor Success Podcast ! Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. Welcome everyone!

Assets 233

Assets Financial Advisor Insurance Clients 233

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Nerd's Eye View

JULY 9, 2024

Welcome to the 393rd episode of the Financial Advisor Success Podcast ! Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households. Welcome everyone!

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

Nerd's Eye View

APRIL 30, 2024

Welcome to the 383rd episode of the Financial Advisor Success Podcast ! Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. Welcome everyone! Read More.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Nerd's Eye View

NOVEMBER 28, 2023

Welcome back to the 361st episode of the Financial Advisor Success Podcast ! billion in assets under management for 1,377 client households. My guest on today's podcast is Peter Tiboris. Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4

Startup 245

Startup Financial Advisor Clients Management 245

Million Dollar Round Table (MDRT)

FEBRUARY 4, 2025

Troy, a financial advisor, claimed to be making constant prospecting calls, but he barely netted $60,000 last year. Ive taken several sales training courses and am always reading sales books, Troy told me during our first conversation. By Sandy Schussel Do you want to grow your business, or do you choose to grow your business?

Financial Advisor 89

Financial Advisor Sales Clients Management 89

Midstream Marketing

DECEMBER 10, 2024

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Find out why personalizing your approach is important for advisors. Learn how to tailor your messages for different clients. They must attract potential clients attention.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

SEPTEMBER 26, 2023

Welcome back to the 352nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Bridget Venus Grimes.

Financial Planning 246

Financial Planning Financial Advisor Clients Planning 246

Indigo Marketing Agency

FEBRUARY 8, 2025

Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. Lets face it, 98% of all U.S.

Financial Advisor 52

Financial Advisor Engineering Clients Financial Planning 52

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. My guest on today's podcast is Amy Irvine. Read More.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Nerd's Eye View

JUNE 1, 2023

While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead financial advisors. working with clients directly) and observation (e.g.,

Communication 246

Communication Financial Advisor Clients Management 246

Nerd's Eye View

SEPTEMBER 12, 2023

Welcome back to the 350th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Million Dollar Round Table (MDRT)

FEBRUARY 16, 2025

My guess is your clients wouldnt keep shopping with or going to a business where they didnt like the products or how theyre treated, no matter how low the prices are. The same holds true in their selection of a financial advisor. Dont use low costs to set yourself apart from other advisors.

Clients 68

Clients Banking Financial Advisor Investing 68

Nerd's Eye View

AUGUST 22, 2023

Welcome back to the 347th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cary Carbonaro. Read More.

Financial Advisor 245

Financial Advisor Media Sales Clients 245

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades. In the meantime, I hope you're having a safe and happy holiday season.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Nerd's Eye View

AUGUST 29, 2022

Every year, we ask you – our readers – for feedback about what you want to make this website even better for you, to ensure we stay on the right track in adding value to the advicer community and making financial advisors better and more successful. I hope you'll participate in this year's survey.

Financial Advisor 245

Financial Advisor CFP Taxes Clients 245